New York State Common Retirement Fund’s MGE Energy Inc MGEE Stock Holding History

New York State Common Retirement Fund’s Portfolio MGEE Stock Details MGEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.13M	Buy	13,808 +1,300	+10%	+$101K	﹤0.01%	1698
2026 Q1	$967K	Hold	12,508	–	–	﹤0.01%	1672
2025 Q4	$981K	Hold	12,508	–	–	﹤0.01%	1717
2025 Q3	$1.05M	Hold	12,508	–	–	﹤0.01%	1673
2025 Q2	$1.11M	Buy	12,508 +1,200	+11%	+$108K	﹤0.01%	1625
2025 Q1	$1.05M	Hold	11,308	–	–	﹤0.01%	1610
2024 Q4	$1.06M	Hold	11,308	–	–	﹤0.01%	1659
2024 Q3	$1.03M	Sell	11,308 -4,500	-28%	-$385K	﹤0.01%	1656
2024 Q2	$1.18M	Buy	15,808 +1	+0%	+$78	﹤0.01%	1683
2024 Q1	$1.24M	Buy	15,807 +1,385	+10%	+$97K	﹤0.01%	1678
2023 Q4	$1.04M	Sell	14,422 -1,464	-9%	-$106K	﹤0.01%	1778
2023 Q3	$1.09M	Buy	15,886 +1,391	+10%	+$106K	﹤0.01%	1709
2023 Q2	$1.15M	Sell	14,495 -4,718	-25%	-$362K	﹤0.01%	1712
2023 Q1	$1.49M	Sell	19,213 -7,800	-29%	-$565K	﹤0.01%	1685
2022 Q4	$1.9M	Buy	27,013 +687	+3%	+$47.2K	﹤0.01%	1670
2022 Q3	$1.73M	Buy	26,326 +83	+0.3%	+$6.51K	﹤0.01%	1683
2022 Q2	$2.04M	Sell	26,243 -97	-0.4%	-$7.74K	﹤0.01%	1641
2022 Q1	$2.1M	Buy	26,340 +40	+0.2%	+$3.04K	﹤0.01%	1715
2021 Q4	$2.16M	Sell	26,300 -90	-0.3%	-$6.91K	﹤0.01%	1723
2021 Q3	$1.94M	Sell	26,390 -5,217	-17%	-$408K	﹤0.01%	1776
2021 Q2	$2.35M	Sell	31,607 -1,793	-5%	-$134K	﹤0.01%	1770
2021 Q1	$2.38M	Hold	33,400	–	–	﹤0.01%	1683
2020 Q4	$2.34M	Hold	33,400	–	–	﹤0.01%	1619
2020 Q3	$2.09M	Hold	33,400	–	–	﹤0.01%	1545
2020 Q2	$2.15M	Buy	33,400 +1,600	+5%	+$104K	﹤0.01%	1497
2020 Q1	$2.08M	Sell	31,800 -4,900	-13%	-$365K	﹤0.01%	1390
2019 Q4	$2.89M	Sell	36,700 -9,100	-20%	-$701K	﹤0.01%	1453
2019 Q3	$3.66M	Buy	45,800 +10,000	+28%	+$748K	﹤0.01%	1354
2019 Q2	$2.62M	Sell	35,800 -1,743	-5%	-$120K	﹤0.01%	1524
2019 Q1	$2.55M	Hold	37,543	–	–	﹤0.01%	1496
2018 Q4	$2.25M	Sell	37,543 -1,757	-4%	-$112K	﹤0.01%	1496
2018 Q3	$2.51M	Hold	39,300	–	–	﹤0.01%	1560
2018 Q2	$2.48M	Hold	39,300	–	–	﹤0.01%	1569
2018 Q1	$2.21M	Hold	39,300	–	–	﹤0.01%	1574
2017 Q4	$2.48M	Buy	39,300 +1,300	+3%	+$84.6K	﹤0.01%	1522
2017 Q3	$2.46M	Hold	38,000	–	–	﹤0.01%	1520
2017 Q2	$2.44M	Buy	38,000 +2,899	+8%	+$189K	﹤0.01%	1565
2017 Q1	$2.28M	Buy	35,101 +1	+0%	+$63	﹤0.01%	1593
2016 Q4	$2.29M	Hold	35,100	–	–	﹤0.01%	1619
2016 Q3	$1.98M	Hold	35,100	–	–	﹤0.01%	1661
2016 Q2	$1.98M	Buy	35,100 +1,600	+5%	+$82.8K	﹤0.01%	1616
2016 Q1	$1.75M	Buy	33,500 +600	+2%	+$29.5K	﹤0.01%	1663
2015 Q4	$1.53M	Buy	32,900 +1,300	+4%	+$55.7K	﹤0.01%	1747
2015 Q3	$1.3M	Sell	31,600 -11,118	-26%	-$439K	﹤0.01%	1801
2015 Q2	$1.65M	Buy	+42,718	New	+$1.73M	﹤0.01%	1943

Other funds holding MGEE

STCG

Speece Thorson Capital Group Minnetonka, Minnesota $468M AUM 19.67% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Common Retirement Fund's MGEE Position: Q2 2026 in Review

New York State Common Retirement Fund increased its MGE Energy Inc (MGEE) stake by 10% in Q2 2026, buying an estimated $101K and bringing the position to 13,808 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1698.

New York State Common Retirement Fund first reported a position in MGEE in Q2 2015 and has held it in 45 quarters since. The position peaked at $3.66M in Q3 2019. 114 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

New York State Common Retirement Fund held 13,808 shares of MGE Energy Inc worth $1.13M as of Q2 2026.
New York State Common Retirement Fund bought 1,300 MGE Energy Inc shares in Q2 2026, an estimated $101K.
MGE Energy Inc made up ﹤0.01% of New York State Common Retirement Fund's portfolio in Q2 2026, its #1698 holding.
New York State Common Retirement Fund first reported a position in MGE Energy Inc in Q2 2015 and has held it in 45 quarters since.
New York State Common Retirement Fund's MGE Energy Inc position peaked at $3.66M in Q3 2019.
114 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on New York State Common Retirement Fund's 13F filing for Q2 2026, filed 29 Jul 2026.